
Advizr offers financial planning software solutions to help financial advisers better communicate with their clients. Advizr's portal allows financial advisers and their clients to collaborate in real-time while developing income distribution, tax, and retirement planning strategies. In 2019, the company was acquired by Orion Advisor Services.
Sector
Wealth & Retirement Tech
Headquarters
New York, NY
Year Invested
2017
Website
666 3rd Avenue, Floor 6
New York, NY 10017
55 Post Road West
Westport, CT 06880
3401 N Miami Ave Ste 230
Miami, FL 33127